Anic Equity¶
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Total return since start: 0.615 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49346.58 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45285.04 Kr¶
PnL: ---------------------------------------> 229.04 Kr¶
DD now: ---------------------------------> -7.104 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-05 10:58:49.914397'
Anic Portfolio¶
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.190000 | 1664.460000 | 195.460000 | 13.310000 | 1468.999998 |
| Orrön Energy | 180 | 0.410000 | 2211.300000 | 168.300000 | 8.240000 | 2043.000000 |
| Atrium Ljungberg B | 5 | -0.600000 | 989.000000 | 54.000000 | 5.780000 | 935.000000 |
| Platzer Fastigheter Holding B | 12 | -1.180000 | 1008.000000 | 47.000000 | 4.890000 | 960.999996 |
| Sedana Medical | 93 | -3.700000 | 2563.080000 | 42.080000 | 1.670000 | 2521.000011 |
| Sagax B | 4 | -0.710000 | 890.800000 | 36.800000 | 4.310000 | 854.000000 |
| Hexatronic Group | 12 | 0.120000 | 1002.960000 | 35.960000 | 3.720000 | 966.999996 |
| Catena | 2 | -1.380000 | 827.200000 | 35.200000 | 4.440000 | 792.000000 |
| Sagax A | 4 | -0.890000 | 888.000000 | 34.000000 | 3.980000 | 854.000000 |
| JM | 6 | -0.530000 | 897.600000 | 33.600000 | 3.890000 | 864.000000 |
| Hoist Finance | 35 | -0.340000 | 1013.250000 | 33.250000 | 3.390000 | 980.000000 |
| OX2 | 13 | 2.720000 | 980.850000 | 30.850000 | 3.250000 | 949.999999 |
| Bilia A | 8 | 0.440000 | 920.000000 | 20.000000 | 2.220000 | 900.000000 |
| HEXPOL B | 9 | 1.140000 | 1039.500000 | 18.500000 | 1.810000 | 1020.999996 |
| Biotage | 7 | -0.150000 | 956.200000 | 15.200000 | 1.620000 | 940.999997 |
| BioGaia B | 8 | -1.010000 | 940.800000 | 10.800000 | 1.160000 | 930.000000 |
| Gränges | 9 | -0.380000 | 938.700000 | 10.700000 | 1.150000 | 927.999999 |
| Byggmax Group | 33 | -1.220000 | 961.620000 | 5.620000 | 0.590000 | 956.000001 |
| AcadeMedia | 8 | -0.980000 | 402.400000 | 0.400000 | 0.100000 | 402.000000 |
| Clas Ohlson B | 12 | -1.160000 | 972.600000 | -0.400000 | -0.040000 | 972.999996 |
| ASSA ABLOY B | 3 | -0.620000 | 774.900000 | -4.100000 | -0.530000 | 779.000001 |
| EQT | 4 | -1.430000 | 824.400000 | -7.600000 | -0.910000 | 832.000000 |
| VEF | 909 | -4.000000 | 1832.540000 | -17.460000 | -0.940000 | 1850.000436 |
| Nordic Waterproofing Holding | 7 | -0.440000 | 949.200000 | -17.800000 | -1.840000 | 966.999999 |
| Alimak Group | 11 | -1.200000 | 907.500000 | -20.500000 | -2.210000 | 927.999996 |
| SKF B | 5 | 0.080000 | 919.000000 | -21.000000 | -2.230000 | 940.000000 |
| Addnode Group B | 11 | -0.610000 | 896.500000 | -24.500000 | -2.660000 | 921.000003 |
| Creaspac SPAC | 39 | -0.110000 | 3693.300000 | -24.700000 | -0.660000 | 3717.999987 |
| Indutrade | 5 | -0.250000 | 1187.000000 | -31.000000 | -2.550000 | 1218.000000 |
| Latour B | 4 | -0.690000 | 810.400000 | -46.600000 | -5.440000 | 857.000000 |
| Vitec Software Group B | 2 | -1.790000 | 1040.000000 | -47.000000 | -4.320000 | 1087.000000 |
| Bufab | 3 | -0.970000 | 1040.400000 | -68.600000 | -6.190000 | 1109.000001 |
| INVISIO | 16 | -0.220000 | 3608.000000 | -81.000000 | -2.200000 | 3689.000000 |
| BHG Group | 97 | -0.630000 | 1372.550000 | -86.450000 | -5.930000 | 1458.999989 |
| Hexagon B | 26 | -1.890000 | 3368.300000 | -92.700000 | -2.680000 | 3461.000010 |
| TOTAL | 45292.310000 | 236.310000 | -7.0905% | 45056.000411 |
Updated:¶
'2023-07-05 10:57:08.355220'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
